2025-11-17T10:35:59-06:00 2024-12-31 274461251 THE CJ CPA GROUP PLLC 1200 SUMMIT AVE STE 120 FORT WORTH TX 76102 990PF 2024-01-01 752716754 OMEGA FOUNDATION INC OMEG 8173355739 8731 SH 220 HICO TX 76457 TOM HARDGROVE EXECUTIVE DIRECTOR 8173355739 2025-11-17 1 1 YURA YU P01281149 8173367373 2024 2025-03-06 01:10:19Z X 233613 X X 7 7 558 558 0 565 565 0 0 0 0 0 5450 5450 0 0 2668 0 0 0 1939 1939 0 0 10057 7389 0 0 870835 870835 880892 7389 0 870835 -880327 0 0 59142 75140 75140 25285 776 776 1000 866966 8996 9573 150792 148124 148124 1103185 233036 233613 7084 7084 7084 7084 X 0 0 0 0 1096101 225952 1096101 225952 1103185 233036 1096101 -880327 10178 225952 0 225952 0 0 0 0 0 1070 0 0 0 1070 0 1070 0 1070 0 0 0 0 0 0 0 0 0 1 0 1 TX 1 0 0 0 0 1 N/A TOM HARDGROVE 8173355739 300 THROCKMORTON SUITE 1450 FORT WORTH TX 76102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TAMMY BRYANT 300 THROCKMORTON SUITE 1450 FORT WORTH TX 76102 SECRETARY 20.00 0 0 0 JOHN DICKENS 300 THROCKMORTON SUITE 1450 FORT WORTH TX 76102 DIRECTOR 1.00 0 0 0 TOM HARDGROVE 300 THROCKMORTON SUITE 1450 FORT WORTH TX 76102 EXECUTIVE DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 89717 76081 0 165798 0 0 165798 2487 163311 8166 8166 0 8166 0 8166 0 8166 870835 0 870835 8166 0 0 65139 196574 295296 236811 1254576 2048396 870835 0 0 0 8166 862669 0 0 2911065 0 0 0 0 0 0 65139 2845926 196574 295296 236811 1254576 862669 X SCHWAB CHARITABLE PO BOX 2430 OMAHA NE 68103 CHARITABLE GIVING 870835 870835 0 14 7 14 558 0 565 0 565 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5450 5450 0 0 SCHWAB CHARITABLE PO BOX 2430 OMAHA NE 68103 1143.185 AMCFX AMERICAN FUNDS AMCAP FUND CLASS F-2 = 41,590.453964.000 AMRFX AMERICAN FUNDS AMERICAN MUTUAL F2 = 157,328.572841.319 WGIFX AMERICAN FUNDS CAPITAL WORLD GR & INC F2 = 139,906.6212157.120 DWGHX AMERICAN FUNDS DVLPG WLD GR&INC F2 = 118,887.193202.500 AEPFX AMERICAN FUNDS EUROPACIFIC GROWTH F2 = 168,209.826630.810 AMEFX AMERICAN FUNDS INCOME FUND OF AMER F2 = 147,791.174098.870 WSMDX WILLIAM BLAIR SMALL-MID CAP GROWTH = 97,121.35 TOTAL TRANSFERS TO SCHWAB CHARITABLE = 870,835.17 870835 8996 9573 OMEGA FOUNDATION, INC. IS WINDING DOWN ITS OPERATIONS AND SUBSTANTIAL CONTRACTION OCCURRED DURING THE 2024 CALENDAR YEAR BY TRANSFERRING A SIGNIFICANT PORTION OF ASSETS TO SCHWAB CHARITABLE. SCHWAB CHARITABLE IS A TAX-EXEMPT PUBLIC CHARITY AS DESCRIBED IN SECTIONS 501(C)(3), 509(A)(1), AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE. ASSETS WERE TRANSFERRED TO: SCHWAB CHARITABLE P.O. BOX 2430 OMAHA, NE 68103 STOCKS WITH A FAIR MARKET VALUE TOTALING $870,835.17 WERE TRANSFERRED FROM OMEGA FOUNDATION, INC. TO SCHWAB CHARITABLE. SEE ATTACHED LIST OF ASSETS TRANSFERRED TO SCHWAB CHARITABLE. SPLIT DOLLAR LIFE INSURANCE 147054 147054 147054 PREPAID FEDERAL INCOME TAX 3738 1070 1070 INVESTMENT FEES 1939 1939 0 0 PRIOR PERIOD ADJUSTMENT 10178 7084 7084 EXCISE TAX 2668 0 0 0